Next-gen automation platform for your business
Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Onboard and approve new vendors with necessary compliance and financial information.
Capture potential customer information for sales follow-up and nurturing.
Track completed trainings, certifications, and continuing education records.
Initiate internal promotion, role updates, or department transfers.
